Portfolio management

Technology costs money and takes time, but the benefits are well worth it, Nina O’Neal writes.

With plans to offer six new funds, the passive investing giant is seeing strategic beta as an opportunity, not a threat, says one contributor.

Despite critiques, Schwab Intelligent Portfolios will keep its cash allocations for clients.

Factor-based approaches to index investing have won heaps of investment. Can it last?

One fifth of AdvicePeriod's clients have a net worth over $10 million. Many pay an annual fee of around $200,000.

A Financial Planning survey revealed surprising insights about the tools of the present and a possible road map to the future.

The Stock Protection Fund is intended to help clients in very specific circumstances.

A new body of research suggests an ideal retirement-planning approach may exist — but buyer beware.

Advisors must understand the unique challenges presented by these companies.